What are the responsibilities and job description for the Personal Lines Account Manager position at Insurance Management Group?
Description
WHO WE ARE:
At Insurance Management Group, we’re driven by the opportunity we have every day to positively impact our clients, co-workers, and communities. We take pride in each and every interaction to protect and inspire, a key reason we feel we have been a successful independent insurance agency since 1875. We attribute our continued rapid growth in central Indiana to our commitment to 4 operating principles: Delivering WOW (to the clients), being Ideal Team Players (to co-workers), Growing (ourselves), and Serving (others). We’re committed to maintaining the family-oriented atmosphere that has got us to where we are today, as we feel internal culture is one of the best ways to ensure a great experience for our external clients. We hope you will consider joining the IMG family and helping us help others protect their assets, families, and futures.
POSITION DESCRIPTION:
IMG is seeking a Personal Lines Account Manager who will be responsible for nurturing and growing current client accounts. As the Personal Lines Account Manager, you will interact directly with the client on all matters relating to the insurance services and products we provide, from detailed insurance coverage questions to insurance claims. You will be responsible for developing relationships with these assigned clients and are accountable for their client experience and retention. You are thus required to not only have the in-depth technical insurance knowledge across our many insurance carriers, but must also have the empathy, communication skills, and intentionality to connect on a personal level. We strive to deliver a WOW experience that leads to lifetime clients.
DAY IN THE LIFE OF:
- Direct communication with assigned clients (i.e. insureds) to understand and resolve nearly all requests and inquires, via multiple communication channels (phone, in person, text)
- An in-depth understanding of insurance coverage details, including variations across the many insurance carriers that we can place insurance with
- Ability to understand each client’s specific needs and match them with the appropriate carrier, lines of business and coverages
- Ability to personally connect and develop lasting relationships with clients
- Annual review and analysis of client insurance solutions to validate current solution and update as needed
- Re-marketing of client accounts with other insurance providers to ensure client has optimal solution
- Taking insurance claim calls from clients and ensuring claim is appropriately created and managed by insurance carrier
- Continuing education to maintain insurance license (24 hours every 2 years) and to stay up to date on insurance carrier changes
- Generating referrals
- Partnering with sales agents on certain accounts that have a shared relationship
- Growth of existing accounts through account rounding and additional coverage options
Requirements
KNOWLEDGE, SKILLS, AND ABILITIES:
- High attention to detail
- Excellent listening skills
- Capability to maintain quality performance in high stress situations
- Exceptional interpersonal skills
- Experienced with computers and typing; able to navigate very efficiently
- Fast learner, excited about continuous growth and learning
- Ability to multi-task
- Skill/Specialty: Account Management, Client Interaction, Customer Relations, Customer Service, Insurance
- Certification/License: Licensed Property & Casualty Insurance Agent (or willingness to acquire)